Seasonal Tax Pro - Expert Returns & Client Advisory

H&R Block, Inc.; Morganton (NC); On-site; USD 28,000 - 41,000; Part time

Job summary

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You’ll interview clients, offer personalized recommendations, and identify tax savings opportunities using industry-leading training and technology.

You will provide IRS support and audit guidance as needed, collaborating with a team to deliver empathetic, client-focused service in a local office. This is an in-person role.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client interviews

Communication skills

IRS/state requirements knowledge

Tax guidance

Education

High school diploma / GED

Tools

GoSystem

Ultratax

AI tools like Copilot / ChatGPT

Job description

H&R Block, Inc. seeks a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You’ll interview clients, offer personalized recommendations, and identify tax savings opportunities using industry-leading training and technology.

You will provide IRS support and audit guidance as needed, collaborating with a team to deliver empathetic, client-focused service in a local office. This is an in-person role.